Jennifer Goldman, President, CFP ®

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Jennifer, our founder, brings over 20 years’ experience in quality control, effective operational management and business development within the finance industry. Her past career steps include Quality Control expert at M&T Bank, Financial Advisor at Smith Barney, COO & Senior Planner of 2 RIA firms, and Senior Planner at largest family office firm in the USA.

Jennifer started improving business operations while in college by overhauling the campus system with new procedures and operational improvements, then moved to M&T Bank to implement multi-million dollar cost saving processes, joined Tucker Anthony in Boston to improve the business development efforts of a team of rookies, and started her own advisory business at age 24. Upon joining the largest multi-family office as Senior Planner to 8 families totalling $3+ billion AUM, Jennifer realized her love was managing businesses, designing improvements and implementation. She became Director of Operations and COO at two RIA firms and then started My Virtual COO in 2007. Today, COO continues to bring improvements to RIA firms with the same vigor and excitement that has always been part of COO’s reputation.

Jennifer has been published in magazines such as Inc., Technology Tools for Today’s High-Margin Practice, Journal of Financial Planning, Investment News, Inside Information, FA, The Trust Advisor and more. She has also spoken at FPA National, FPA Retreat, FPA state chapters, NAPFA and other venues. Jennifer currently lives in the suburbs of Boston MA with her 2 children and husband and in her spare time, she enjoys gardening, watching her children play sports, reading, and watching foreign movies.

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